Financial Solutions Advisor - Eastern Maryland Area

Bank of America • Easton, PA

13d • $70,000 - $80,000 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads and requests, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review their financial and investment goals, building financial plans, and recommending brokerage products. Advisors recommend banking and investment strategies tailored to client needs and may identify and engage prospective clients through referrals or financial center clientele. The position also includes mitigating risk, coaching referral partners, and completing required licenses and training to expand product and investment knowledge.

The role may involve residential mortgage loan origination and is subject to SAFE Act registration requirements, including registration with the federal registry and a required background check. Employees must obtain and maintain SAFE Act registration; failure to do so may result in disciplinary action up to and including termination.

This is a first-shift, 40-hour-per-week role based at one of the listed Maryland financial center locations. Bank of America describes its culture as focused on collaboration, inclusion, career development, and Responsible Growth. The role is eligible for a formulaic incentive plan and company benefits, including paid time off.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 7 and Series 63 and 65 licenses. Candidates with a Series 7 and either a Series 63 or Series 65 may receive an offer contingent on passing the missing series exam within 60 days.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals.
• Ability to build and nurture strong relationships.
• Ability to collaborate effectively with others.
• Effective and confident communication skills and comfort engaging with all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek appropriate solutions for clients.
• Ability to manage time and capacity efficiently.
• Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies.
• High school diploma, GED, secondary school education, or equivalent.
• If engaged in residential mortgage loan origination, obtain and maintain SAFE Act registration and complete the required background check.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• At least three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially recommended products and services.
• Complete required licenses and trainings and apply and expand knowledge.

Benefits

• Benefits eligibility.
• Paid time off.
• Formulaic incentive plan with opportunities that may be monthly, quarterly, and/or annual, based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED